高盛快评韩股：KOSPI站上7000点后，下一阻力看7700

高盛快评韩股：KOSPI站上7000点后，下一阻力看7700

2026-07-23 18:34

ChainThink 消息，7 月 23 日，据高盛最新 MarketFeed 快评，外国投资者正在重返韩国市场。

KOSPI 周四上涨 4.4%，收于 7000 点上方，外资已连续第四个交易日净买入；本周外资净流入达 38 亿美元，创有记录以来最大单周外资净买入。

高盛称，买盘主要集中在 AI 和存储链条，约 87% 的外资买入流向科技板块，其中约 91% 的科技板块名义成交集中在三星电子和 SK 海力士。

报告认为，海外资金回补韩国资产的核心仍是押注全球 AI 资本开支对内存周期的拉动。这轮回流发生在韩国市场此前剧烈去杠杆之后。

高盛指出，KOSPI 曾较年内高点回落约 22%，韩国半导体板块外资持股比例已降至 50%，较 2000 年以来历史均值低 1.9 个标准差；

保证金贷款余额也从 250 亿美元高点降至 220 亿美元。技术面上，高盛此前提示 6800 点为 KOSPI 的 38.2% 斐波那契回撤关键支撑。

指数在该位置附近企稳并重新站上 7000 点后，MACD 开始上行，RSI 约 44.6，尚未进入过热区间；高盛给出的下一阻力位为 7700 点，对应约 7.8% 的上行空间。

Disclaimer: Contains third-party opinions, does not constitute financial advice

Recommended Reading

NVIDIA attracts $85 billion in investor demand during massive bond issuance

06-16
NVIDIA attracts $85 billion in investor demand during massive bond issuance

Ethereum surges over 10% in 24 hours, currently priced at $1,841.31

06-16
Ethereum surges over 10% in 24 hours, currently priced at $1,841.31

Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

06-16
Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

Binance Platform's SpaceX Perpetual Contract Trading Volume Surpasses $9 Billion, Capturing Over 60% Market Share

06-16
Binance Platform's SpaceX Perpetual Contract Trading Volume Surpasses $9 Billion, Capturing Over 60% Market Share

Binance platform XLM/USDT short-term spike down to $0.17, now recovered to $0.225

06-16
Binance platform XLM/USDT short-term spike down to $0.17, now recovered to $0.225

Trump: The Strait of Hormuz has been fully reopened as of Friday, and all agreements have been signed

06-16
Trump: The Strait of Hormuz has been fully reopened as of Friday, and all agreements have been signed

SlowMist: Aztec Connect Contract Hacked for $2.19 Million Due to ZK-Rollup L1/L2 State Boundary Vulnerability

06-15
SlowMist: Aztec Connect Contract Hacked for $2.19 Million Due to ZK-Rollup L1/L2 State Boundary Vulnerability